Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2851
$22.2K ﹤0.01%
+1,009
2852
$21.8K ﹤0.01%
+13,536
2853
$20.9K ﹤0.01%
+11,040
2854
$19.8K ﹤0.01%
31,956
2855
$19.7K ﹤0.01%
12,722
-2,373
2856
$19.5K ﹤0.01%
10,000
2857
$18.5K ﹤0.01%
15,946
2858
$18.4K ﹤0.01%
+20,000
2859
$17.3K ﹤0.01%
13,538
-162
2860
$14.4K ﹤0.01%
26,816
+16,000
2861
$11.7K ﹤0.01%
14,580
-93
2862
$10.8K ﹤0.01%
18,285
-5,115
2863
$9.66K ﹤0.01%
1,500
2864
$7.75K ﹤0.01%
13,322
+2
2865
$7.63K ﹤0.01%
13,675
2866
$7.29K ﹤0.01%
442
-70
2867
$7.09K ﹤0.01%
+1,013
2868
$7.01K ﹤0.01%
+10,000
2869
$6.76K ﹤0.01%
10,206
2870
$6.67K ﹤0.01%
1,040
2871
$3.62K ﹤0.01%
505
2872
$2.25K ﹤0.01%
263
2873
– –
-2,872
2874
– –
-10,427
2875
– –
-16,163
113 114
115
116 117